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1 Vote

Allow manager accounts to see 12 month sales growth chart on dashboard

Only standard accounts can access the 12-month sales growth chart on their dashboards and manager accounts cannot. I would be beneficial for manager accounts to also have this so we can see the currently monthly sales growth to check for errors etc.

Created 29 Aug 13:58 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

Report for all Payments due at month end

I would like to be able to summarise ALL unpaid invoices for ALL customers but then filter this so that at month end I can export / print a report for ONLY the invoices I need to pay for the current period. Currently I can see ALL Unpaid invoices ...

Created 30 May 12:48 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Download invoices by paid date

When doing a VAT return it would be very easy if i could select 2 dates and have it download all invoices (as pdfs or one spreadsheet format) that have been marked as paid within those dates.

Created 26 Aug 11:25 by Guest

IRIS KashFlow / Reports

0 New
2 Vote

OSS/IOSS Reporting

We are KashFlow user from the Northern Ireland, and as of July 2021 EU extended One Stop Shop which was related to Digital services to the sales of goods. As a result we have to charge our European customers ( consumers) VAT rate that is applicabl...

Created 24 May 21:52 by Guest

IRIS KashFlow / Reports

0 New
5 Vote

Bespoke reporting

Apart from many useful reports that you can run from Kashflow, it is possible to design and run your own bespoke reports to save time and productivity?

Created 03 Jul 11:55 by Guest

IRIS KashFlow / Reports

2 Acknowledged
4 Vote

VAT notifications for imminent submission date

There should be an alert or notification on the dashboard showing when the next VAT submission is due or an email alert when the submission date is close. HMRC stopped sending email alerts once they launched Making Tax Digital leaving this to the ...

Created 09 Oct 15:05 by Sharon Clampin

IRIS KashFlow / Reports

1 Acknowledged
4 Vote

Add the VAT rate to the UK VAT report as occassionally invoices are included in error.

As VAT MOSS invoices have various rates from 19% to 25%, occassionally the invoice settings are incorrect and the invoice gets included in the UK VAT report in error. Having the VAT rate shown in the report for Box 1 would easily show these errors...

Created 02 Oct 13:20 by Anonymous

IRIS KashFlow / Reports

1 Future Consideration
1 Vote

Allow reports for individual bank accounts

I have three bank accounts and would like to be able to produce reports for each account as each account is for a seperate business but are still related.

Created 11 Aug 08:53 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Display Billing Country of Invoice

I want to generate a report for a time periof (eg JAn 2023) for all sales code. The report should show me info like the income by sales code report but the figures should be WITHOUT vat, as vat is not part of a sale, it is a tax.

Created 31 Jul 08:50 by Guest

IRIS KashFlow / Reports

0 New
1 Vote

Add Invoice, Purchase Invoice and Purchase Order Numbers to Email Logs

Tracking missing payments is easier when relevant emails can be easily identified

Created 27 Jul 12:34 by Paul Roycroft

IRIS KashFlow / Reports

0 New